Editorial BlackRock: The World’s Largest Asset Manager The Gross Domestic Product (GDP) of Germany is around $3.6 trillion, and that of India and the United Kingdom is ~$2.7 trillion each. Even if we combine the GDP of these three countries, it will be less than the total Assets Under Management (AUM) of BlackRock. The company is so huge that it is the […] Written by Anand P M December 29, 2021December 29, 2021
Editorial Who are Domestic Institutional Investors (DIIs)? Every time you go through our market reports, we mention details about Foreign Institutional Investors (FIIs) and Domestic Institutional Investors (DIIs). Who are they? Can they control the market? We have already covered FIIs. In this jargon article, learn more about DIIs. Domestic Institutional Investors DIIs are institutions based in India such as mutual funds, […] Written by Anand P M December 3, 2021December 3, 2021
Editorial How Traders from England Made $660 Million When Oil Crashed A market crash is an inevitable aspect of an economic cycle. Nevertheless, all crashes are temporary. Historical data has shown that the stock market progresses after a crash in a flourishing economy. For traders, some market crashes are like jackpots. They can mint money if they have strong convictions on which direction the market is […] Written by Anand P M November 29, 2021November 29, 2021
Editorial The Escorts-Kubota Deal Explained On November 18, Escorts Limited announced that Japan-based Kubota Corporation will join the company as a co-promoter. The foreign entity will invest nearly Rs 9,400 crore in the tractor manufacturing company. With this investment, Escorts is looking to obtain a sizable share of the world’s largest tractor market— India. Dalal Street welcomed this news with […] Written by Anand P M November 23, 2021November 24, 2021
Editorial Trident To The Moon? As investors, we always desire multifold returns on our stock picks. We are going through a massive bull run, and many quality stocks have given impressive returns to their shareholders. In this article, we shall analyse Trident Group, a company that will benefit from India being a global manufacturing and export hub. The stock has […] Written by Anand P M November 12, 2021November 12, 2021
Editorial Federal Bank’s Stellar Q2 Performance: Analysis Federal Bank declared its financial results for the July-September quarter (Q2 FY22) on October 22. There was high demand for the stock in Dalal Street on the same day and surged ~8%. During the same period, ace investor Rakesh Jhunjhunwala added 2 crore shares of Federal Bank (~1% of the total equity share capital) to […] Written by Anand P M November 8, 2021November 9, 2021
Editorial Railway Stocks that you Should Know: An Analysis As Amazon founder Jeff Bezos said, “21st century is going to be the Indian century”. Our country is striving towards becoming a global hub for the manufacturing and services sectors. With the help of various government initiatives, the Indian manufacturing sector could grow into a $ 1 trillion market by 2025. To achieve this goal, […] Written by Anand P M October 25, 2021October 25, 2021
Jargons How to Analyse Debt and Valuation of a Company We often come across a lot of different financial ratios with complex names. We also get confused about the kinds of metrics one must use in a particular condition. In this jargon series, we shall discuss two kinds of financial ratios— Leverage Ratios & Valuation Ratios. Let’s get started! Let us take Tata Steel as […] Written by Anand P M October 21, 2021October 22, 2021
Editorial TATA Takes Back Air India. What’s Next? On October 8, Puhin Kent Pandey, Secretary of the Department of Investment and Public Asset Management (DIPAM) announced that Tata Sons had won the bid for debt-laden Air India. The news has taken the aviation industry by storm. The airline has returned to the Tata Group after 68 years! In this editorial, we dive into […] Written by Anand P M October 11, 2021October 11, 2021
Editorial Cholamandalam Muragappa Group Analysis India has witnessed the rise of numerous business conglomerates that have drastically fueled the growth of the country. From the houses of Tata, Godrej, and Birla to the new age Reliance and Adani Group, the list goes on. In today’s editorial, we shall analyse the 121 age-old business empire— the Murugappa group. Business Profile The […] Written by Anand P M October 6, 2021October 6, 2021
Jargons 10 Economic Data to Look Out for Every Month At the beginning of every month, various institutions or agencies release key economic data that indicates the performance of our overall economy. Analysing these data sets can help us make informed decisions and become intelligent stock market participants. In this jargon series, we shall discuss some of the important indicators that you can track and […] Written by Anand P M September 30, 2021November 23, 2021
Editorial India’s Richest Investor: Radhakishan Damani The Indian stock market is passing through a golden era. It has molded sharp, disciplined, and inspiring investors over the years. Radhakishan Damani is one such individual who has taught us the beauty of value investing. He has applied analytical skills to build India’s largest retail supermarket chain, DMart. From living at a one-bedroom apartment […] Written by Anand P M September 15, 2021September 16, 2021
With Omicron and Lockdowns, is PVR in Trouble Again? Cinemas have managed to stay afloat despite not being functional for a reasonable amount of time. As some of the movie theatres resumed operations from July 31, 2021, a rush of movies, coupled with a keen audience, managed to add to revenue for cinemas. PVR is the largest company by market capitalisation that operates cinemas […] Written by Maarg Vaidya January 7, 2022January 7, 2022
Why are FMCG Distributors on Strike? FMCG distributors in Maharashtra have called for a boycott of Hindustan Unilever Ltd’s products. They have also warned Colgate Palmolive India Ltd of taking strict action after the company failed to respond to their concerns. If the demands proposed by traditional FMCG distributors are not addressed, it could get difficult to buy essential products at […] Written by Cherian Varghese January 4, 2022January 4, 2022
What is Mukesh Ambani’s Succession Plan for Reliance? Mukesh Ambani has played a pivotal role in Reliance Industries Ltd’s (RIL) multi-fold and aspirational growth into India’s largest conglomerate. His company has established a dominant presence in key sectors, making it a vital entity for the development of our country. In recent years, their fortune and influence have flourished to new heights. The business […] Written by Cherian Varghese January 3, 2022January 3, 2022
